Overview

Orbital provides regulated businesses with a secure platform to manage crypto payments, treasury operations, and global fund flows. This onboarding guide covers the entire process, from initial entity setup and required documentation to compliance review, Master Services Agreement (MSA) signing, and finally, user activation.

To begin your journey with Orbital, simply book a meeting through our website. A member of our team will guide you through the initial steps to register and start onboarding your legal entity.

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Onboarding must be completed before your organization can access and use Orbital’s services. There are no fees for onboarding or account setup.

The Orbital Onboarding Journey

Here's a brief overview of the steps involved in becoming an Orbital client:

1. Register as a User: Create your individual user profile on the Orbital platform to initiate the onboarding process for your company (legal entity) via the Client Portal.
2. Start the Entity Onboarding Flow: Provide essential details about your legal entity, including its name, company number, and the Orbital services it will use.
3. Submit Required Documentation: Upload corporate documents, ownership details, business overview information, and compliance documentation. The specific requirements vary based on your company's profile.
4. Compliance Review and Platform Demo: Our team reviews your application for compliance. Upon successful review, you'll receive a platform demonstration and review your pricing proposal.
5. Signing the Master Services Agreement (MSA): A director of your entity must digitally accept the MSA, which outlines the legal terms for using the platform.
6. Account Activation and User Access: After the MSA is signed, your entity's account is activated, and a primary user gains access. You can then add additional users and configure permissions.

For detailed information on each step, please refer to the specific pages in our Onboarding section.